RJRobert J. Szczerba

1. Article · Aug 23, 2026 · Robert J. Szczerba, Contributor

   What Is AI Compute? Why Nvidia Is Betting Billions On What It’s Worth (opens the original)

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   AI compute is set to become the most expensive noun in business history. Here is what the thing actually is, what you are really paying for, and why the company that makes the chips will only backstop part of what they turn out to be worth. Ask any executive what AI compute is and you will usually get a wave at a warehouse of chips. That loose definition now has a $500 billion financing target riding on it. So, plainly. AI compute is the whole technology stack that trains and runs AI models: the

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2. Article · Jul 13, 2026 · Robert J. Szczerba, Contributor

   Did Meta Signal The AI Boom Is Overbuilt? Wall Street Cheered Anyway (opens the original)

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   On July 13, Meta said it would put more than $50 billion into a single Louisiana data center, more than doubling its planned capacity to 5 gigawatts. Twelve days earlier, Bloomberg reported that the same company was developing plans to sell its "excess" AI computing capacity to outsiders. Read those two headlines together and something doesn't add up. One of the largest buyers of compute on earth is telling the market it needs vastly more, and that it expects to have enough to spare, within 12 d

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3. Article · Jul 9, 2026 · Robert J. Szczerba, Contributor

   Manufacturers Rushed Into AI. The Returns Aren’t Showing Up (opens the original)

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   Manufacturers are adopting AI aggressively, especially in operations. But the returns are harder to prove, and the way factories buy AI may be part of the problem. In Grant Thornton's 2026 AI Impact Survey, none of the 100 manufacturing leaders surveyed reported a significant revenue increase from AI. None reported significant cost savings either. Across the other industries in the same study, 12% of respondents reported each. A zero inside a sample that size isn't a rounding error. It's a warni

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